Neda Bayat
Los Angeles
Summary
Dynamic banking professional with a proven track record at Chase Bank, excelling in client relationship management and tailored financial solutions. Leveraging strong presentation skills and expertise in Microsoft Office Suite, I have consistently driven customer loyalty and increased First Time Investment referrals and client acquisition, achieving significant business growth and enhancing service delivery.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Private Client Banker
Chase Bank
01.2024 - Current
- Facilitated client relationships to understand financial needs and goals.
- Assisted clients with account openings and transaction inquiries.
- Analyzed client accounts to offer tailored banking solutions.
- Referred to JPMorgan investment banking, Chase Business Banking and Home Lending.
Relationship Banker
Chase Bank
01.2023 - 01.2024
- Assisted clients with account inquiries and transaction processing.
- Recommended banking products to enhance customer financial goals.
- Educated clients on digital banking tools and services.
- Collaborated with team members to improve customer service delivery.
Business Developer
Sobini Films
01.2019 - 01.2024
- Developed strategic partnerships with industry stakeholders to enhance film project opportunities.
- Conducted market research to identify emerging trends and potential clients in film production.
- Assisted in crafting compelling pitches for new film projects to secure funding and support.
Advertising Sales Executive
The Malibu Times
Malibu
01.2020 - 01.2021
- Marketing and campaign management
- Advertising Executive-sold advertising space for the Malibu Times print and digital publications.
Business Developer & Results Consultant
Cohen Brown Management Group
Los Angeles
01.2009 - 01.2019
- Assistant to Edward G. Brown & Co-Editor to The Time Bandit Solution, an Axiom Award-winning book.
- Management Consultant in Behavior Training-worked on projects designed to maximize efficiency, capability, and motivation of employees in major industries.
- Developed the first ideas and scenario scripts that created the uniquely patented e-performance solution called ProPractice.com.
- Created multiple scripts for the online e-performance solution.
- Progressed to Business Development and secured international deals within the financial and insurance industries in the EMEA region.
- Brought in over 10 million USD in new business.
- Launched training and provided service to clients, helping organizations increase cross-sales ratios from 1.3 to over 4 on average.
- Increased financial results of an IT company by 15%, after 2 weeks after implementing Structured Time and Workflow Management Solution.
- Some additional examples of rollouts focused on Professional Sports Coaching for Business, Breakthrough Service Performance, Leadership, Motivation, and the E-Performance Solution.
- Provided stand-up training and presentations to organizations and clients in Europe, Middle East, Africa, and USA, building Centers of Influence (COI).
- Developed Business in England, the Middle East, Poland, and the US.
- Co-led The Business Network events in England enhancing COI network.
Personal Banker
Barclays Bank
Manchester
01.2008 - 01.2009
- Enabled client’s financial needs planning by assessing financial needs & providing needs-based solutions.
- Provided exceptional customer service according to clients’ testimony to management.
- Built rapport and increased customer loyalty.
- Responsible for account opening, budgeting, loans, credit cards.
Premier Banking Team Assistant
Barclays Bank
01.2006 - 01.2008
- Earned recognition for being the highest Premier Banking & Private Banking referrer & salesperson as a new-to-bank employee.
Research Analyst
Cohen Brown Management Group
Los Angeles
01.2002 - 01.2008
- Provided summaries for executive teams by reviewing all the current news on prospective clients, clients, Business Model Productivity, Information Technology changes & creating summaries.
Advertising Sales & Marketing Executive
SoCal Life Magazine
- Conducted market research to identify customer preferences and trends.
- Collaborated with editorial team to create compelling content for magazine issues.
- Developed marketing campaigns to enhance brand visibility and engagement.
- Built relationships with local businesses for cross-promotional opportunities.
- Analyzed campaign performance data to refine future marketing initiatives.
Education
Bachelor of Arts - Dramatic Arts, Directing
University of California
Santa Barbara, California01.2002
High school or equivalent -
Malibu High School
Malibu, CA01.1998
High school or equivalent -
Beverly Hills High School
Beverly Hills, California01.1996
Skills
- Microsoft Office Suite
- Email marketing
- Customer relationship management
- Theatre arts and acting
- Presentation skills
- Workshop facilitation
Certification
- SIE
- Series 6
- Series 63
- Life Insurance
Additional Skills Hobbies
- Skilled at MS Office Suite, Constant Contact, Salesforce
- Fluent in English & Farsi languages, basic French & Spanish
- Theatre Arts Acting, improvisation & directing.
- Skilled at giving presentations, workshops & seminars.
- Children’s Book Author: The Adventures of Benny & Beatrice, Book 1 Friendship
- Children Today Charitable Trust Fundraiser & Challenge Winner in Cuba
Work Related Activities
- Author of Various Customer Service, Sales & Management Blogs
- Coaching the Business Player: What’s Your Approach?
- Stay En Route, Take the Detour or Go Home: It’s Your Choice
- Emotional Intelligence Gives Strength to Leadership
- Ten Steps to Better Performance
Timeline
Private Client Banker
Chase Bank
01.2024 - Current
Relationship Banker
Chase Bank
01.2023 - 01.2024
Advertising Sales Executive
The Malibu Times
01.2020 - 01.2021
Business Developer
Sobini Films
01.2019 - 01.2024
Business Developer & Results Consultant
Cohen Brown Management Group
01.2009 - 01.2019
Personal Banker
Barclays Bank
01.2008 - 01.2009
Premier Banking Team Assistant
Barclays Bank
01.2006 - 01.2008
Research Analyst
Cohen Brown Management Group
01.2002 - 01.2008
Advertising Sales & Marketing Executive
SoCal Life Magazine
Bachelor of Arts - Dramatic Arts, Directing
University of California
High school or equivalent -
Malibu High School
High school or equivalent -
Beverly Hills High School